Manager - Agency Renewals Care health insurance

1.0 - 4.0 years

1 - 4 Lacs

Ahmedabad, Gujarat, India

On-site

Roles and Responsibilities: Join our team as a Renewal Manager at Care Health Insurance to spearhead the crucial function of policy renewals and ensure exceptional customer retention. This role involves proactive engagement with policyholders, a deep understanding of health insurance products and processes, and seamless coordination with various internal departments to guarantee a smooth and efficient renewal experience, thereby maximizing customer lifetime value and contributing directly to the company's sustained growth. Key Responsibilities: Policyholder Engagement & Renewal Management: Proactively contact existing policyholders for health insurance policy renewals, explaining policy terms, benefits, premium structures, and any new features or endorsements. Address customer queries, concerns, and objections related to their policy, premium calculations, claim history impacts, and available add-on covers to facilitate successful renewals. Guide customers through the renewal process, including documentation, payment options, and policy modifications (e.g., changes in sum insured, inclusion/exclusion of family members). Identify opportunities for cross-selling relevant health insurance products or up-selling higher sum insured policies/riders during the renewal conversation based on customer needs. Strategize and execute initiatives to achieve individual and team-based policy renewal targets. Maintain a high level of customer satisfaction during the renewal cycle, ensuring a positive brand experience. Operational Support & Process Optimization: Provide essential support for backend operations related to policy renewals, including accurate data entry, policy issuance coordination, and premium reconciliation with the finance department. Liaise effectively with underwriting, claims, and IT teams to resolve complex customer queries or operational bottlenecks impacting renewals. Ensure all renewal processes comply with internal company guidelines and IRDAI (Insurance Regulatory and Development Authority of India) regulations. Maintain accurate records of all customer interactions and renewal statuses within the CRM system. Identify areas for process improvement within the renewal cycle to enhance efficiency, reduce turnaround times, and improve the overall customer experience. Qualifications: Bachelor's degree in any discipline. Strong understanding of health insurance products and policy structures. Excellent verbal and written communication skills, with a strong customer-centric approach. Ability to effectively explain complex policy details and handle customer objections. Strong organizational skills and attention to detail for process management and data accuracy. Proficiency in using CRM software and Microsoft Office Suite (Excel, Word). Ability to work independently and as part of a collaborative team. Problem-solving aptitude with a proactive approach to addressing challenges.

Posted 2 weeks ago

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.